FCIVX Mutual Fund

FCIVX Mutual Fund

NAV$12.52
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Returns Overview

1 Month
-2.74%
3 Months
-3.15%
6 Months
-6.78%
YTD
+4.48%
1 Year
+7.26%
3 Years (annualized)
+12.03%
5 Years (annualized)
+6.25%
10 Years (annualized)
+7.27%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FCIVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI World Index(MDWO)
This Mutual Fund (YTD)
+4.48%
Peer Avg (YTD)
+5.42%
vs Peers
-0.94%

FCIVX Mutual Fund Performance

FCIVX performance across multiple time periods: 1-month -2.74%, YTD 4.48%, 1-year 7.26%, 3-year 12.03%, 5-year 6.25%, 10-year 7.27%.

FCIVX returns trail the peer average of 5.42% YTD. With an expense ratio of 0.65%, investors should weigh costs against performance when evaluating this mutual fund.

FCIVX vs another fund shows side-by-side returns. FCIVX alternatives are available in the Mutual Fund Screener.